Home>Mutual Funds>Compare Axis Long Term Equity Direct Plan Growth with Aditya Birla Sun Life Tax Relief 96 Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Axis Long Term Equity Direct Plan Growth
Equity
ELSS
4.0star
INVEST NOW
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Aditya Birla Sun Life Tax Relief 96 Direct Growth
Equity
ELSS
2.0star
INVEST NOW
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Axis Long Term Equity Direct Plan Growth
(61.9%)
Aditya Birla Sun Life Tax Relief 96 Direct Growth
(35.2%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.74% | 0.91% | - |
| NAV | ₹84.0 (22-Oct-2021) | ₹46.6 (22-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹34,371Cr | ₹14,855Cr | - |
Returns
keyboard_arrow_up1Y
61.9%
35.2%
-
3Y
26.1%
15.2%
-
5Y
19.1%
12.8%
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Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 4.21 The fund has generated returns higher than benchmark - S&P BSE 200 TRI - in the last 3Y
3. Exit load is zero
4. Lower expense ratio: 0.74%
1. Exit load is zero
2. Lower expense ratio: 0.91%
3. 3Y annualised returns higher than category average by 1.01%
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Cons
1. Higher AUM: 34370Cr. Funds with a higher AUM tend to have lower returns in the future
2. Lock-in period: 3Y
1. 1Y and 5Y annualised returns lower than category average
2. Lock-in period: 3Y
3. Low rating: 2
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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-
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P/B
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-
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Turnover
-
-
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Equity
-
-
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Cash
-
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Bajaj Finance Ltd.
10.3%
Avenue Supermarts Ltd.
8.6%
Tata Consultancy Services Ltd.
8.2%
Info Edge (India) Ltd.
7.9%
Housing Development Finance Corpn. Ltd.
5.3%
Divi's Laboratories Ltd.
5.1%
Nestle India Ltd.
4.9%
HDFC Bank Ltd.
4.9%
Pidilite Industries Ltd.
4.7%
Kotak Mahindra Bank Ltd.
4.7%
Name
Assets
Housing Development Finance Corpn. Ltd.
8.7%
Honeywell Automation India Ltd.
8.3%
Reliance Industries Ltd - Partly Paid Equity
7.9%
Pfizer Ltd.
7.1%
Kotak Mahindra Bank Ltd.
6.2%
Bayer CropScience Ltd.
5.3%
Larsen & Toubro Ltd.
4.5%
ICICI Bank Ltd.
4.2%
Glaxosmithkline Pharmaceuticals Ltd.
3.8%
Gillette India Ltd.
3.7%
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Fund Manager
keyboard_arrow_upName
Jinesh Gopani
Ajay Garg
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Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Mr. Garg is B.E (Electronics) and MBA (Finance).
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Experience
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.
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About Fund
keyboard_arrow_upDescription
Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
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Launch Date
04 Sep 2009
23 Dec 1994
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Custodian
Deutsche Bank
Citibank NA
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Registrar & Transfer Agent
KFin Tech
Cams
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